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Advisor at FIDUCIARY FINANCIAL ADVISORS
North Charleston, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | Independent wealth | Oct 9, 2024 | n/a | yes | North Charleston, SC | Current employment |
| SUMMIT WEALTH PARTNERS, LLC | Independent wealth | Jun 20, 2016 | Oct 9, 2024 | no | NAPLES, FL|ORLANDO, FL | Previous registration |
| SUMMIT WEALTH PARTNERS, LLC | Former SEC adviser | Jan 20, 2016 | Aug 19, 2016 | no | NAPLES, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH PARTNERS, LLC | FIDUCIARY FINANCIAL ADVISORS | Oct 9, 2024 | Oct 9, 2024 | 0 | Firm change | RIA to RIA |
| SUMMIT WEALTH PARTNERS, LLC | SUMMIT WEALTH PARTNERS, LLC | Aug 19, 2016 | Jun 20, 2016 | -60 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283648:172103:FL:2024-10-08 | Oct 9, 2024 | Oct 9, 2024 | ORLANDO, FL | Firm change |
| 134620:283648:FL:2016-08-19 | Aug 19, 2016 | Jun 20, 2016 | ORLANDO, FL | Firm change after gap |